LeachBickmoreWeiss Wealth Management

Who are we?

We are an independent fee-based* Registered Investment Advisor (RIA) located in Madison, WI emphasizing financial planning, estate planning, and value-based investment management.

Why are we in business?

To transform wealth management! We want to change the perception of wealth management by providing an unparalleled level of service while placing our clients' interests first.

What to expect...

Fiduciary Responsibility

Being a fiduciary means we are legally liable to act in your best interest, allowing us to be objective when providing you with advice.

Fee-Based* Structure

We charge based on the assets we manage. We do not sell investment products nor have affiliations with broker-dealers or mutual funds, giving you the confidence the securities you are invested in are the best available.

Holistic, Integrated Wealth Planning

We combine our three core competencies financial planning, estate planning, and investment management providing you a comprehensive wealth management service.

Customer Service

Your satisfaction is our number one priority. Our job is to educate and assist you through any financial situations you may face.

Appointment Flexibility

Convenience for our clients is our priority. We will meet at a time and place of your choosing when standard office hours do not fit in your busy schedule.

Team Oriented Structure

We believe a team approach allows you to be better served. If you have a question, there is a team at your side ready to get it answered.

Our Services...

Financial Planning, Estate Planning, Investment Management

Financial Planning

OPTIMIZING YOUR DOLLAR

People frequently ask themselves “When can I retire?” or “How much do I need?”. We approach this from a holistic point of view and address items such as insurance needs, cash flow analysis, debt/cash management, budgeting, purchasing a home, cost benefit analysis, college planning, etc. We want you to have a wealthy lifestyle allowing you to enjoy your life however you choose.

One on One Conversations

We ask questions and hold discussions to reveal your thought process, goals, and objectives.

Customized Financial Plan Tailored to your Specific Needs

Everyone is unique. Our job is to understand the differences and create a plan that fits you.

Collaboration with Other Professionals

We work with other professional disciplines (CPAs, attorneys, insurance agents, bankers, etc.), who value integrity and ethics as much as we do, to provide you a cohesive and comprehensive service.

Annual Review

In today’s fast-paced world, your life can turn on a dime. A personalized annual review reflects such changes to ensure you are continuing your path to success.

Ongoing Communication and Education

We are your sounding board. If a financial concern arises, contact us. That is what we are here for.

Estate Planning

PROTECTING YOUR DOLLAR

A key piece of our partnership is ensuring your assets will be protected and your wishes carried out during your lifetime and beyond. Our approach is partnered with the collective efforts of a respected attorney to comb through the intricacies of your family dynamics. Estate planning is a vital exercise in creating an effective wealth management plan.

Separate Discussion Focusing on Estate Planning

We believe estate planning is essential to your overall financial plan, and want to ensure this planning isn’t overlooked. We meet with you to review estate planning techniques and how to align your estate plan with your financial plan.

Review Current Estate Planning Documents

Many clients we meet have their legal planning complete, however laws may have changed as well as their goals and objectives. We review your documents in conjunction with an estate planning attorney to make sure they reflect your current wishes and desires.

Preparation for Attorney Meeting

The technical details of estate planning can make it challenging to effectively communicate your desires. We meet with you to give you background information and help organize and prepare you for your attorney meeting.

Accompany you to Attorney Meeting

We can accompany you to the attorney meeting giving you the comfort in having an advocate, and ensuring your wishes are clearly articulated.

Family Meeting

Estate planning is an involved process that includes family members and loved ones which can be difficult to discuss. We work with you to facilitate a meeting with your beneficiaries and share information regarding your estate plan in whatever manner best meets your needs.

Transfer of Wealth

We assist you in transferring your assets effectively and efficiently during and after your lifetime. In addition, we can provide support to you if you are currently acting in a trustee role to gather assets and transfer them in effective and efficient manner.

Facilitation of the Execution of Legal Documents

To save you time and money, we assist you in the signing of legal instruments and the retitling of assets and beneficiary designation process.

Biennial Review

Life changes occur more frequently then we prefer. Reviewing your estate plan every two years provides you the peace of mind your wishes are on track to be fulfilled.

Ongoing Communication and Education

Estate planning techniques and regulations change as the year’s progress. We communicate these changes to you as they arise and the impacts they may have on your plan.

Investment Management

GROWING YOUR DOLLAR

We take a business owner’s approach when selecting a company’s stock - it is not a piece of paper to trade, but is a piece of business we now own. What does this mean for you?

Value Investing Philosophy

We follow a sound and rational philosophy, taken from the teachings of Benjamin Graham, David Dodd, and Warren Buffett.

Risk Management

To quote Warren Buffett “The first rule is not to lose. The second rule is not to forget the first rule.” Our philosophy is built on adding a buffer to a company’s value versus the price we pay to help mitigate investment risk.

Bottom-Up Research

Employing bottom-up research centers our focus on individual company dynamics. We search for companies with strong business models, management teams, and balance sheets allowing for a higher level of predictability in the companies’ future cash flows.

Customized Managed Accounts

We assess your risk tolerance and goals, managing your account specifically for you, providing you peace of mind.

Outside Asset Analysis

If you have assets such as a 401(k), stock option plan, or investments with another advisor, we will assess those positions and help you better understand how best to allocate them.

Ongoing Communication and Education

Our advisors will provide you with ongoing communication so you know where your accounts stand and the reasons for why we are invested in certain investment securities.

Our value proposition...

  • As a fee-based* Registered Investment Advisor (RIA), our interests are aligned with you. Our primary goal is to ensure your success and we are structured to support your interests.
  • We view our relationship with you as a partnership. It is our responsibility to listen to you and understand the hurdles you may face towards a wealthy lifestyle.
  • We take a holistic approach evaluating your entire financial picture at no additional cost. This ensures that our advice is sound and well rounded.
  • We leverage technology to provide a visual representation of a road map to help you accomplish your financial goals.
  • Our focus on estate planning allowing you to have an objective point of view that incorporates your financial goals and objectives.
  • Our long-term investment horizon encourages us to thoroughly vet different securities as we invest for your future.
  • Our firm’s structure allows for a dedicated individual whose main responsibility is research and portfolio management.

Meet LBW...

Horses are his passion.

Daniel Weiss

Co-Founder, Financial Advisor

Daniel grew up in a small business family in southern Wisconsin, later becoming an officer of that Business. This experience began his roots for understanding behavioral finance and personal money management. This passion led Dan to UW-Whitewater, where he studied Finance & Business Law. Upon graduation, Dan entered into several management and banking roles. His diverse duties applied to customer service, loan underwriting, personnel management, and other bank account servicing. In 2010, he joined Poehling Capital Management where his primary role was to serve clients as a relationship manager, assisting them with their financial needs. This included investment management, financial planning, estate planning, and insurance needs analysis. His other duties related to business operations within Poehling Capital Management.

Fishing is his pastime.

Tim Bickmore, CFP®

Co-Founder, Financial Advisor

Tim grew up surrounded by small business owners in Salt Lake City, UT igniting his interest in business and the entrepreneurial spirit. This drove him to Lawrence University where he graduated with a B.A. in Economics, allowing him to hone his skill set in evaluating and understanding the intricacies of individual businesses, industries, and macroeconomic trends. Upon graduation he worked at a bank developing his customer service skills and learning the operations of the business. In 2012 he joined Heck Capital Advisors, an RIA firm, where he learned every facet of the business. His responsibilities ranged from client service to operations, and Tim successfully led the development of a proprietary service in its entirety, from the fees to be paid to the marketing material. Tim joined Poehling Capital Management in 2014 where his primary duties were internal management, operations, and client service, which allowed him to continue to develop a deep understanding of the wealth management space.

A book in his lap is his comfort zone.

Nathaniel Leach

Co-Founder, Portfolio Manager, Chief Compliance Officer

Nathaniel grew up in western Wisconsin, and has been investing in the stock market since he attended high school. In 2003, he attended Kalamazoo College and graduated with a B.A. in History. His degree encouraged him to conduct diligent research in a disciplined and efficient manner of any concept. In 2008, he enlisted in the U.S. Marine Corps. After completing active duty in 2012, with honorable character, he entered the RIA industry as a Securities Analyst at Poehling Capital Management. He spearheaded multiple initiatives in operations, compliance, and trading as he steadily educated himself further as a value investor. Nathaniel has rigorously studied the great value investors, including, but not limited to: Benjamin Graham, David Dodd, Warren Buffett, Charles Munger, Philip Fisher, Mohnish Pabrai, Seth Klarman, and Joel Greenblatt.

Interested?

Give us a call at (608) 286-1321 to schedule a discussion with one of our advisors.

Visit our website.

Want to get more insights from our team? Check our blog.

*For LBW's Wealth Management Services we charge a percentage of assets under management. LBW has the ability to sell Life and Long Term Care insurance.

Photo Courtesy of Rebecca Li.

Copyright © 2017 Leach, Bickmore & Weiss Wealth Management, LLC. All rights reserved.

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